Luesink Stenstrom Financial

Luesink Stenstrom Financial, LLC, was established in 2008 as Luesink Financial Planning LLC, with Anja W. Luesink and Clare M. Stenstrom as principal owners. The firm specializes in providing holistic financial life planning, financial transition planning, and investment management services tailored to each client's needs. Their services include financial planning, wealth management, and transition planning. Luesink Stenstrom Financial operates as a registered investment advisor, acting in a fiduciary capacity, always prioritizing clients' best interests. The firm requires individual clients to have their assets managed to establish a relationship, but exceptions can be made for specific engagements. Clients' assets are managed on a discretionary basis, with Luesink Stenstrom Financial making investment decisions without consulting clients. The firm offers ongoing wealth management services, including asset and investment management, financial planning updates, and assistance with implementing financial plan recommendations. Fees are structured based on a percentage of assets under management, with a minimum fee of $10,000 per year. Luesink Stenstrom Financial uses a blend of index-based and traditional active strategies, focusing on diversification and risk management to achieve clients' long-term goals. Clients are informed about the risks involved in investing, and the firm provides ongoing monitoring and rebalancing of portfolios. Anja W. Luesink and Clare M. Stenstrom are both Certified Financial Planners with additional designations, ensuring a high level of expertise and professionalism in their services.